Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CMI holding history
Cummins Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CMI overviewAll 13F holders of CMIFull Q1 2025 holdings
- Shares (Q1 2025)
- 42,084
- Value
- $13.2M
- % of portfolio
- 0.8%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 42,084 | $13.2M | 0.8% | +3,800+9.9% | Added | Holders |
| Q4 2024 | 38,284 | $13.3M | 0.7% | +2,289+6.4% | Added | Holders |
| Q3 2024 | 35,995 | $11.7M | 0.8% | +730+2.1% | Added | Holders |
| Q2 2024 | 35,265 | $9.77M | 0.7% | +972+2.8% | Added | Holders |
| Q1 2024 | 34,293 | $10.1M | 1.0% | +513+1.5% | Added | Holders |
| Q4 2023 | 33,780 | $8.09M | 0.8% | −115−0.3% | Reduced | Holders |
| Q3 2023 | 33,895 | $7.74M | 0.8% | +460+1.4% | Added | Holders |
| Q2 2023 | 33,435 | $8.20M | 0.7% | +1,302+4.1% | Added | Holders |
| Q1 2023 | 32,133 | $7.68M | 0.7% | +1,297+4.2% | Added | Holders |
| Q4 2022 | 30,836 | $7.47M | 0.8% | +4,710+18.0% | Added | Holders |
| Q3 2022 | 26,126 | $5.32M | 0.7% | +26,126 | New | Holders |